Sales Manager
Resume:
Marcus Trotter
Independent Insurance Agent
Atlanta, GA
**********@*****.*** - 601-***-****
WORK EXPERIENCE
Independent Insurance Agent
Meridian, MS - 2007 to 2013
Independent agent responsible for marketing and selling fixed and fixed-index annuity retirement solutions to
individual consumers.
• Built business from the ground up by generating leads through direct marketing, networking and increasing
visibility through client referrals, and educating clients on retirement strategies and solutions.
Key Achievements:
• Absolute contribution from start-up sales initiative, generating $1 million in sales during second year.
• Capitalized on extensive product expertise and direct marketing campaign to transition business from
individual retirement planning to company 401K plan installation.
Sales Manager
The Loyd Group - Meridian, MS - 2005 to 2007
Privately held insurance agency marketing medical advantage plans in six southeastern states.
• Second agent hired for the company. Actualized business development and account management agenda
for clients within the Mississippi market.
• Generated customer leads/pipeline through cold calling and building strategic relationships.
Key Achievements:
• Key contributor in company expansion to 60 agents. Selected to lead key training initiate for the company
expansion into the Atlanta market. Trained and mentored five agents. As a result, given additional responsibility
for new territory in Atlanta and the supervision of five agents.
• Employed successful sales strategies resulting in personal conversion rate of 70%.
Manager of Business Development
Rehabilicare Inc - Meridian, MS - 2004 to 2005
Privately owned physical medicine company providing in home physical therapy services.
• Initiated comprehensive start-up of new division, developing business plan and procuring office space.
Recruited and hired staff of 10 medical aides and assistant manager.
Key Achievement:
• Executed business development measures through establishing relationships with key physicians to secure
patient referrals. Rapidly grew business to 90 patients as a result of referrals.
Consultant
Tax Recovery Group - Meridian, MS - 2003 to 2004
Privately held firm with agents in multiple states marketing specialty tax services.
• Responsible for analyzing small business tax returns and educating business owners on opportunities for
additional recovery of funds.
Retail Lender, Assistant Vice-President
Union Planters Bank, Meridian, MS 2002-2003
-Regional bank with branch locations in Mississippi, Alabama, and Tennessee.
• Managed the marketing and sales strategies to generate revenue in financial sales products. Oversaw a
commercial loan portfolio of $2 mm dollars. Generated leads and capitalized on referrals to close 10-12 home
equity loans per month.
• Built strategic relationships with customer base through community service, resulting in measured loyalty,
mutual trust and respect and lead generation.
• Conducted sales meetings and training of staff in the absence of branch manager.
Key Achievements:
• As a result of several changes in ownership, the profitability model of the bank changed from traditional
banking services to generating revenue growth through the cross selling of financial products. Developed
marketing tools, executed outbound cold calls, and maximized existing client relationships to increase annuity
sales.
• Ranked 2nd in the region out of 50 reps for annuity sales; generated $2 mm in annual sales volume.
• Extended promotion to Bank President in higher volume location as a result of successful sales performance.
Branch Manager, Assistant Vice-President
AmSouth Bank - Meridian, MS - 1999 to 2002
Regional bank with branch locations in Mississippi, Alabama, Tennessee and Arkansas.
• During last six months, directed all functions within multiple branch locations, leveraging extensive experience
in operations, marketing, sales, and accounting. Managed the activities of 10 tellers and 2 assistant managers.
• Responsible for growth and profitability of branch and market including the recruitment, training and
development of diverse team. Developed inside and outside sales culture. Detailed quarterly business
development plants. Developed strategic client relationships.
• Supervised and evaluated employees in consistently meeting bank guidelines and metrics; provided guidance
and coaching for employees, conducted performance evaluations and implemented corrective actions.
Key Achievements:
• Grew annuity sales from the ground up through creation of a marketing tool used to educate clients on the
value and features and benefits of annuity products.
• Trained, coached and motivated staff to exceed seven out of ten goals achieving revenue objectives.
• Developed strategic business relationships within the community; as a result, promoted to Community
Reinvestment Officer for the bank.
• Led bank transition from a community bank to regional bank maintaining customer relations through
operational conversion including extensive changes in banking processes and procedures.
Branch Manager
Citizens National Bank - Meridian, MS - 1992 to 1998
Promoted to increasing roles and responsibilities including Community Reinvestment Act Officer, Fair Lender
Liaison, and Branch Manager.
EDUCATION
Associate in Banking and Finance
Meridian Community College
LINKS
http://www.linkedin.com/in/marcustrotter
ADDITIONAL INFORMATION
Sales and financial professional possessing more than 15 years of experience in a variety of sectors relative
to the banking and financial products industries. Proficiencies include consultative selling, B2B selling,
independent business development and marketing, financial planning, sales of retirement and medical plans,
and retail banking management.
Key Competencies
• Consultative Selling
• Product Presentations
• Account Management
• Business Development
• Financial Planning
• B2B Selling
• Annuity Sales
• 401 K Planning
• Sales Training/ Leadership
• Sales Management
• Customer Relationship
• Revenue Growth
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